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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $683,977 | $228,352+199.5% | $185,827+268.1% | $158,950+330.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 4.13% | 40.81%-36.7pp | 35.96%-31.8pp | 302.91%-298.8pp |
| Employer contribution / active EE | $2,800 | $4,967-43.6% | $4,087-31.5% | $4,762-41.2% |
| Participant deferral / active EE | $7,200 | $6,416+12.2% | $5,633+27.8% | $5,983+20.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |